A detailed history of Ep Wealth Advisors, LLC transactions in Carrier Global Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,708 shares of CARR stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,708
Previous 14,589 48.8%
Holding current value
$1.51 Million
Previous $920,000 89.89%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.9 - $80.88 $440,666 - $575,784
7,119 Added 48.8%
21,708 $1.75 Million
Q2 2024

Aug 19, 2024

BUY
$53.38 - $66.22 $178,502 - $221,439
3,344 Added 29.74%
14,589 $920,000
Q1 2024

May 14, 2024

BUY
$53.43 - $59.82 $43,972 - $49,231
823 Added 7.9%
11,245 $653,000
Q4 2023

Feb 28, 2024

BUY
$46.4 - $58.81 $18,884 - $23,935
407 Added 4.06%
10,422 $598,000
Q3 2023

Nov 22, 2023

BUY
$49.07 - $59.8 $119,191 - $145,254
2,429 Added 32.02%
10,015 $552,000
Q2 2023

Aug 14, 2023

SELL
$40.65 - $49.71 $78,169 - $95,592
-1,923 Reduced 20.22%
7,586 $377,000
Q1 2023

Jun 05, 2023

SELL
$41.52 - $48.38 $62,902 - $73,295
-1,515 Reduced 13.74%
9,509 $435,000
Q4 2022

Jun 12, 2023

SELL
$34.06 - $44.93 $51,021 - $67,305
-1,498 Reduced 15.75%
8,011 $330,000
Q3 2022

Dec 02, 2022

BUY
$35.28 - $44.41 $127,748 - $160,808
3,621 Added 48.91%
11,024 $392,000
Q2 2022

Aug 11, 2022

BUY
$34.41 - $46.04 $254,737 - $340,834
7,403 New
7,403 $264,000

Others Institutions Holding CARR

About CARRIER GLOBAL Corp


  • Ticker CARR
  • Exchange NYSE
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 836,262,016
  • Market Cap $58.1B
  • Description
  • Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...
More about CARR
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